Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Road Walker who wrote (36117)	4/17/2001 6:22:20 PM
From: AK2004	Read Replies (4) \| Respond to of 275872

John maybe item by item would help <ggggg> INTEL CORPORATION CONSOLIDATED SUMMARY INCOME STATEMENT DATA (In millions, except per share amounts) Three Months Ended ---------------------- Mar. 31 Apr. 1 2001 2000 ---------------------- NET REVENUE $ 6,677 $ 7,993 -------- -------- Cost of sales 3,225 2,989 Research and development 995 951 Marketing, general and administrative 1,155 1,124 Amortization of goodwill and other acquisition-related intangibles and costs 585 313 Purchased in-process research and development 75 62 -------- -------- Operating costs and expenses 6,035 5,439 -------- -------- OPERATING INCOME 642 2,554 Gains on equity investments - 449 Interest and other 264 191 -------- -------- INCOME BEFORE TAXES 906 3,194 Income taxes 421 498 -------- -------- NET INCOME $ 485 $ 2,696 ======== ======== BASIC EARNINGS PER SHARE $ 0.07 $ 0.40 ======== ======== DILUTED EARNINGS PER SHARE $ 0.07 $ 0.39 ======== ======== COMMON SHARES OUTSTANDING 6,721 6,683 COMMON SHARES ASSUMING DILUTION 6,899 6,995

To: Road Walker who wrote (36117)	4/17/2001 6:38:34 PM
From: Joe NYC	Read Replies (3) \| Respond to of 275872

John, Suppose Intel has capacity to build 150M processors. Now they will invest in .13u, lower the unit manufacturing costs by 1/3 and double capacity to 300M processors. So now Intel has capacity to build 300M processors, and costs like the old costs to build 200M processors. But suppose they only sell 150M processors. The costs will actually go up by 1/3, not down. Doesn't it seem to you that this is happening? Joe

To: Road Walker who wrote (36117)	4/17/2001 9:09:58 PM
From: fyodor_	Respond to of 275872

John: Seems Intel will have a lower COGS next year, with .13 and 300 mm wafers. What's the impact on competitors? It would seem to me that even the 30% reduction in production costs (that Intel has quoted for 300mm wafers over 200mm wafers) is not enough to negate the effect of a die size that is roughly 100% larger than the competitors. AMD will have .13mu as well. They will also be using a "real" low K dielectric (no FSG here!). They will also have a new core out, Intel won't. There are many pros and cons of both companies - certainly, the situation is all but static. However, listing a few of Intel's steps forward next year without mentioning any of AMD's seems rather silly. Almost as if you wanted to introduce a bit of Fear Uncertainty and Doubt ;-) -fyo